探索 50 多项全新功能,助您在 2026 年提升保修收入
发布说明

Umbrella 最新动态

功能更新、改进及平台增强——持续发布,让您的保障计划始终领先。

May 2026

最新
Advanced Customer Tag Targeting

Advanced Customer Tag Targeting

Whitelist & blacklist targeting modes

Choose exactly which customer segments see your protection offers — add specific tags to a whitelist to show only to those customers, or to a blacklist to hide from them.

Per-warranty tag rule overrides

Set unique visibility rules on individual warranties that take precedence over your global settings — useful for complex catalogs where different products need different audiences.

Show offers to logged-out visitors

A new toggle lets you extend protection offers to unauthenticated shoppers, so browsing customers see your coverage options before they ever sign in.

Umbrella AI on Every Plan

Umbrella AI on Every Plan

AI fraud detection for all merchants

Umbrella AI is no longer limited to higher-tier plans — every merchant now gets access to AI-powered claim photo analysis, metadata verification, and duplicate detection.

Introducing Umbrella AI

Our intelligent claims analysis engine has a new name. Umbrella AI powers reverse image search, EXIF metadata checks, and perceptual image matching across all your claims.

Smarter Widget Display

Smarter Widget Display

Scoped widget styles

Protection widgets now use fully isolated CSS so your theme's global styles can't interfere with how warranty offers render — no more unexpected layout surprises.

Custom warranty titles

Set a custom display title for each warranty type and Umbrella will use it as the default wherever the warranty name appears to customers.

Performance Across the Board

Performance Across the Board

Faster dashboard with warranty caching

Warranties are now cached at the organization level so your dashboard and tables load faster — even at high policy volumes.

Optimized order page queries

Policy lookups on order pages now use a prefetched fan-out strategy, cutting database round-trips and reducing load times when customers have multiple policies.

Sort feedback on large tables

Tables now show a clear loading indicator on the active sort column so you always know when a large dataset is being re-ordered.

May 2026

Sales Reports & Analytics

Sales Reports & Analytics

Revenue & performance at a glance

See total warranty revenue, policies sold, and claim rates in clear visual metric cards — no spreadsheet required.

Trend, volume, and profitability charts

Understand how your program performs over time with dedicated charts for revenue trends, policy volume, and profitability.

Export to CSV

Download your full sales report in one click — perfect for sharing with your team or running your own analysis.

Advanced Fraud Detection

Advanced Fraud Detection

Reverse image search

Automatically check whether a claim photo has been published elsewhere online — catching recycled evidence before you approve anything.

Perceptual image matching

Detect when the same image is submitted across multiple claims, even after it's been resized, cropped, or re-exported.

EXIF metadata analysis

Verify when and where a photo was actually taken to surface inconsistencies that point to fraudulent submissions.

Customer Policy Portal

Customer Policy Portal

Embedded policies page

Give customers a branded page on your Shopify store where they can view all their active protection policies in one place.

Full coverage details on tap

Customers can open any policy to see their coverage terms, status, and expiry — without leaving your store.

File a claim from the portal

A one-click "File a Claim" button on every policy takes customers straight to the claims form — cutting friction and support tickets.

Saved Table Filters

Saved Table Filters

Save your favorite views

Set up your warranties, claims, or orders exactly how you like them, save that filter set, and recall it instantly — every time.

Switch views in one click

Jump between saved filter configurations on any table without rebuilding your filters from scratch.

Widget Template Gallery

Widget Template Gallery

Visual template selector

Browse and activate designs for every widget placement — product page, cart, checkout, and order status — with a live preview.

Reset to default in one click

Made a change you want to undo? Restore any template to its original built-in design instantly, without losing other settings.

New built-in templates

Fresh out-of-the-box designs for cart, shipping protection, info modal, and post-purchase placements — ready to activate with one click.

Customer Visibility Controls

Customer Visibility Controls

Hide offers from specific customers

Use Shopify customer tags to control who sees warranty offers — ideal for wholesale accounts, VIPs, or customers who already have coverage.

Tag-based targeting rules

Build simple tag rules to show or suppress protection widgets for any segment of your customer base.

Smarter Claims & Notifications

Smarter Claims & Notifications

Custom notification sender

Choose which email address claim update notifications come from — keeping every customer touchpoint fully on-brand.

Faster claims management

The claims table now handles thousands of records with server-side pagination — load times stay fast no matter how much volume you carry.

2026 年 3 月

批量保修导入

批量保修导入

批量导入保修记录

一次性批量导入数千条 OEM 或制造商保修记录——只需上传 CSV 文件即可完成。

实时导入进度

通过实时状态更新,清晰了解每批次导入的当前进度。

Background batch processing

Heavy delete jobs run quietly in the background so you never lose a beat — a live progress indicator keeps you in the loop the entire time.

序列号生成

序列号生成

自动生成序列号

根据您自定义的命名模板自动生成序列号,并即时预览生成结果,确保完全符合预期。

自定义产品代码

通过每个保修方案上完全可自定义的代码前缀,匹配您现有的产品命名规范。

Lightning-fast eligibility engine

Eligibility checks now process entire catalogs in bulk — even stores with tens of thousands of SKUs see results in moments, not minutes.

灵活计费

灵活计费

基于用量的定价

按实际使用量付费——随业务量弹性扩展的计费方式,当超出方案配额时有清晰的超额定价。

自适应定价层级

随业务灵活调整的定价体系。方案可根据合同类型和业务量自动调整。

更智能的理赔

更智能的理赔

自动收取免赔额

在处理理赔之前,通过您的 Shopify 商店自动收取免赔额——无需手动开票。

智能推荐定向

已购买保障的客户不会再看到重复的保修推荐——保持体验简洁、精准。

全球化就绪插件

全球化就绪插件

无缝语言回退

客户始终能看到其熟悉语言的内容——即使翻译缺失,也会优雅地降级回退。

全面翻译的店面体验

每一个客户触点——从产品页到结账——都使用客户的语言进行沟通。

Streamlined Warranty Editor

Streamlined Warranty Editor

Instant save access

The save button now appears the moment you start editing — no hunting, no scrolling, just click and go.

Refined creation wizard

A polished, consistently styled progress tracker guides you through every step of warranty creation so you always know where you stand.

Under the Hood

Under the Hood

Next-gen AI backbone

Our fraud detection and warranty pricing engines now run on the latest-generation AI models — delivering faster, sharper intelligence behind every decision.

Expanded theme support

The Startup theme and additional Shopify storefront layouts are now fully compatible out of the box — zero configuration required.

2026 年 2 月

智能资格规则

智能资格规则

可视化规则构建器

通过简单的可视化规则构建器设置哪些产品符合保修资格,匹配的产品将实时更新。

按产品类型定向

超越系列和价格范围的限制。现在可将保修精准定向到特定产品类型,实现更精细的管控。

自定义计费方案

自定义计费方案

创建自定义方案

创建专属您业务的订阅方案——完全灵活地设置定价、功能和限制。

计费管理仪表盘

在一个中央位置管理所有方案——随业务发展创建、编辑和移除方案。

更广泛的 Shopify 主题支持

更广泛的 Shopify 主题支持

更多主题,零配置

在 Dawn、Impulse、Flex、Empire、Allure 等众多 Shopify 主题上开箱即用,无需任何设置。

支持产品套装

销售产品套装的商店现在可获得套装中每件商品的完整保修保障。

多语言插件

多语言插件

全面翻译的客户体验

客户看到的每个插件——保障选择器、保障详情、信息弹窗——现在都使用客户的语言。

保修条款自动翻译

"2 年保障"等方案时长将以客户偏好的语言正确显示。

更便捷的邮件设置

更便捷的邮件设置

更快的域名验证

通过引导式设置流程和更清晰的每步说明,自定义邮件域名的设置现在更加简便。

Fully translated storefront experience

Every customer touchpoint — from product pages to checkout — speaks your customer's language.

Warranty Duplication & Export

Warranty Duplication & Export

Clone warranties instantly

Stop rebuilding warranties from scratch. Duplicate any warranty in one click — every term, condition, and setting comes along for the ride.

Export to CSV in seconds

Pull your entire warranty catalog into a clean CSV whenever you need it. Pick and choose exactly which warranties to export.

Smart re-import

Need to update warranties in bulk? Re-import your CSV and existing records update automatically — no duplicates, no cleanup.

Better Onboarding

Better Onboarding

Guided setup, start to finish

A completely redesigned getting-started experience walks you through every step — with built-in progress tracking so you never lose your place.

Instant claims page

Your Shopify claims page is created automatically during setup — one click and your customers have a place to file claims.

Always know what's next

A compact progress widget lives right in your sidebar so you can pick up exactly where you left off, anytime.

Widget Customization

Widget Customization

Page-specific styling

Design your warranty widget differently for every page — product, cart, checkout — with a dedicated visual editor for each.

Pixel-perfect widget placement

Place your warranty widget exactly where it belongs on any product page — total control over positioning, no theme edits required.

Smart default selection

Automatically highlight the warranty plan you want customers to see first, with a graceful fallback if that option isn't available.

Under the Hood

Under the Hood

Blazing-fast tables

Managing hundreds of warranties? Your dashboard now loads instantly with lightning-fast server-powered tables that scale with you.

Flexible deductibles

Tailor deductible amounts and types for each warranty term individually — giving you granular control over every plan you offer.

Free to get started

Every feature you need to launch your warranty program is now available on our free plan — no credit card, no commitment.

2026 年 1 月

运输保障

运输保障

为每次发货提供保障

让客户在结账时一键添加运输保障,为每一次发货提供安心保障。

您的品牌,您的风格

使用您的品牌标识、横幅图片和保障说明自定义结账体验。

保障详情弹窗

客户在选择加入前可查看具体的保障内容,有效建立信任并提升转化率。

实时包裹追踪

客户和您的团队可通过可视化时间线追踪每个包裹从取件到送达的全程状态。

更快的理赔处理

更快的理赔处理

一键退款

即时处理理赔——直接在仪表盘中发起退款,无需切换到其他应用。

即时换货

在几秒内为已批准的理赔创建换货订单,让客户满意而归、再次光临。

店内保障(Shopify POS)

店内保障(Shopify POS)

店内销售保修

您的零售团队可以直接在收银台销售保修方案——同等保障,同等体验,面对面完成。

查询任意客户信息

即时查询客户已有的保障保单,在柜台为其提供帮助。

现场处理理赔

直接在 POS 系统处理保修理赔——无需让客户访问网站。

购后收入

购后收入

第二次保障机会

结账时未添加保障?客户在完成购买后立即收到个性化保修推荐。

每个订单上的保障状态

客户可在订单确认页直接查看其保障状态——强化价值感知,减少客服咨询。

品牌无处不在

您的商店名称、标志和自定义域名将出现在每个购后触点上。

产品注册

产品注册

站内注册表单

让客户直接在您的商店完成产品注册——扩充客户数据库,同时激活保修保障。

2025 年 12 月

运输保障预览

运输保障预览

结账就绪的运输保障

在结账时早期体验运输保障——为 1 月完整版发布奠定基础。

数字产品识别

系统现在能智能区分实物产品和数字产品,确保运输保障仅在有意义时显示。

Coverage details popup

Customers can review exactly what's covered before they opt in — building trust and boosting conversion.

Live shipment tracking

Customers and your team can follow every package with a visual timeline from pickup to delivery.

Shipment map

See where every package is on an interactive map — from your warehouse to the customer's doorstep.

改进的 Shopify 兼容性

改进的 Shopify 兼容性

更流畅的结账体验

底层改进,打造更可靠、更流畅的保修体验,适用于所有 Shopify 结账流程。

Instant replacements

Create replacement orders for approved claims in seconds, keeping your customers happy and coming back.

Claims limits and deductibles

Set the rules that work for your business — cap the number of claims per policy and set deductible amounts.

Automatic email updates

Your customers stay informed at every step — claim received, under review, approved, resolved.

File claims with evidence

Customers can submit photos and videos with their claims, making it easy to assess and resolve issues faster.

更多语言支持

更多语言支持

每种语言的订单状态

客户现在可以看到完全翻译为其偏好语言的订单状态更新——包括取消通知。

扩展语言覆盖

对所有支持语言的翻译进行了改进和扩充,提供更完善的国际化体验。

Process claims on the spot

Handle warranty claims right from the POS — no need to send customers to a website.

Post-Purchase Revenue

Post-Purchase Revenue

Second chance to protect

Didn't add protection at checkout? Customers see a personalized warranty offer right after purchase.

Protection status on every order

Customers see their coverage status right on the order confirmation page — reinforcing value and reducing support tickets.

Your brand everywhere

Your store name, logo, and custom domain appear on every post-purchase touchpoint.

Custom claim filing link

Send customers to your own branded claims page instead of a generic URL.

Product Registration

Product Registration

On-site registration forms

Let customers register their purchase right on your store — building your customer database and activating warranty coverage.

Automatic confirmation emails

Customers get instant confirmation when they register, so they know their product is covered.

Serial number verification

Validate product authenticity during registration to prevent fraud and ensure only eligible products are covered.

Automated Billing

Automated Billing

Pay-as-you-sell billing

Get billed a percentage of each warranty sold — completely automated, no manual calculations or reconciliation.

Invoice history

Every invoice in one place — sortable, searchable, and always up to date.

Order & Policy Management

Order & Policy Management

Complete activity history

See everything that happened with any order, policy, or claim in a clear day-by-day timeline.

Faster navigation

Browse through orders and products with next/previous buttons — no more clicking back to the list.

Export policies to CSV

Pull detailed policy reports with customer info and date filters — perfect for accounting and audits.

Draft order coverage

Warranties are automatically created when draft orders are completed, so no sale falls through the cracks.

Shipment tracking links

Carrier tracking links appear right on order details, so your team always knows where a package is.

Built for Scale

Built for Scale

10x faster catalog sync

Stores with 100,000+ products now sync in a fraction of the time — no more waiting around.

Live sync progress

Watch your catalog sync in real time with a progress bar, so you always know exactly where things stand.

Self-healing operations

If anything gets stuck, the system detects it and recovers automatically — you don't have to lift a finger.

Flash sale ready

High-traffic events like flash sales are handled smoothly — no duplicate processing or slowdowns.

Widget Design Tools

Widget Design Tools

Translate your custom designs

Every custom widget you've designed can now be translated into all supported languages.

Built-in design editor

Customize your checkout experience with a visual editor — adjust text, layout, and styling without touching code.

Pixel-perfect control

Fine-tune borders, corners, and spacing to make protection widgets blend seamlessly with your store's design.

December 2025

Shipping Protection Preview

Shipping Protection Preview

Checkout-ready shipping protection

Early access to shipping protection at checkout — the foundation for the full launch in January.

Digital product awareness

The system now intelligently distinguishes between physical and digital products, so shipping protection only appears when it makes sense.

Improved Shopify Compatibility

Improved Shopify Compatibility

Smoother checkout experience

Under-the-hood improvements for a more reliable, seamless warranty experience across all Shopify checkout flows.

More Languages

More Languages

Order status in every language

Customers now see order status updates — including cancellations — fully translated in their preferred language.

Expanded language coverage

Improved and expanded translations across all supported languages for a more polished international experience.

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